Diversify Wealth Management LLC

Diversify Wealth Management LLC (CRD# 145593) is a financial advisory firm headquartered in Orem, UT. They manage $540,220,811 in 3,416 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
462 E 800 N, Orem, UT 84097
http://www.ljcooper.com
By the Numbers
  • Total Assets Under Management
    540
    MILLION
  • Total Number of Accounts
    3,416
    ACCOUNTS
  • Average Account Value
    $158,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, LA, NE, NV, NY, PA, SC, TX, UT, VA, WA

Financial Advisors at Diversify Wealth Management LLC
Showing 11 - 20 of 24 top financial advisors.
11
James Spainhower, financial advisor Orem UT
James E. Spainhower
CRD#: 4145663
742 N 530 E, Orem, UT 84097

James Spainhower (CRD# 4145663) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 23 years of experience in the finance industry.

12
Scott Stratton, financial advisor Orem UT
Scott Stratton
CRD#: 6794814
462 E 800 N, Orem, UT 84097

Scott Stratton (CRD# 6794814) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.

13
Adam Taylor, financial advisor Orem UT
Adam N. Taylor
CRD#: 2756299
742 N 530 E, Orem, UT 84097

Adam Taylor (CRD# 2756299) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 27 years of experience in the finance industry.

14
Timothy Whipple, financial advisor Orem UT
Timothy K. Whipple
CRD#: 2829688
462 E 800 N, Orem, UT 84097

Timothy Whipple (CRD# 2829688) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 27 years of experience in the finance industry.

15
Derek Farley, financial advisor Orem UT
Derek P. Farley
CRD#: 7243738
462 E 800 N, Orem, UT 84097

Derek Farley (CRD# 7243738) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.

16
Sarah Hindmarsh, financial advisor Orem UT
Sarah Hindmarsh
CRD#: 7436711
462 E 800 N, Orem, UT 84097

Sarah Hindmarsh (CRD# 7436711) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.

17
Ana Jovel, financial advisor Orem UT
Ana L. Jovel
CRD#: 7258383
462 E 800 N, Orem, UT 84097

Ana Jovel (CRD# 7258383) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.

18
Celeste Kennard, financial advisor Orem UT
Celeste P. Kennard
CRD#: 6872373
462 E 800 N, Orem, UT 84097

Celeste Kennard (CRD# 6872373) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 4 years of experience in the finance industry.

19
Trevor Kuresa, financial advisor Orem UT
Trevor Kuresa
CRD#: 7787758
462 E 800 N, Orem, UT 84097

Trevor Kuresa (CRD# 7787758) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.

20
Taylor Olsen, financial advisor Orem UT
Taylor B. Olsen
CRD#: 6946327
462 E 800 N, Orem, UT 84097

Taylor Olsen (CRD# 6946327) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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